For most of this year, the conversation about liquefied natural gas (LNG) has been about scarcity: the Strait of Hormuz, force majeure, rerouted cargoes, buyers in South Asia priced out of the market. That disruption is real, and it has not gone away. But it is the wrong lens for the decade ahead.
The article says this year's LNG discussion has centered on scarcity, including the Strait of Hormuz, force majeure, rerouted cargoes, and South Asian buyers being priced out of the market. It states that the disruption is real and ongoing, but argues scarcity is the wrong framework for the coming…
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